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Sgl Investment Advisors, Inc.

● SEC registered since 2014CRD 145167SEC# 801-80443Missoula, MT
Export (members)
Reg. AUM
$391.6M
Employees
7
Accounts
1,236
Location
Missoula, MT

Sgl Investment Advisors, Inc. assets under management

Sgl Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Missoula, MT. The firm has been registered since 2014. It reports $391.6 million in regulatory assets under management and employs 7 people.

Sgl Investment Advisors, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Bruce Anthony Costa ControlDirectorUnder 5%2014
Darla Marie Felix ControlChief Financial Officer/ Chief Compliance Officer/SecretaryUnder 5%2023
Dirk Nathan Cooper ControlDirectorUnder 5%2006
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Frequently asked questions

How much does Sgl Investment Advisors, Inc. manage?

Sgl Investment Advisors, Inc. reports $391.6 million in regulatory assets under management on its Form ADV.

How many employees does Sgl Investment Advisors, Inc. have?

Sgl Investment Advisors, Inc. reports 7 employees.

Where is Sgl Investment Advisors, Inc. located?

Sgl Investment Advisors, Inc. is based in Missoula, MT and has been SEC-registered since 2014.

Does Sgl Investment Advisors, Inc. disclose fund performance?

Sgl Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address283 W. Front Street Suite 302, Missoula, MT 59802-4328
Phone406-721-0999
Fax406-721-0922
Office hoursM - Thur 7:00 a.m. - 4:00 p.m. F 7:00 a.m. - 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$391.6M
Non-discretionary$0
Total (RAUM)$391.6M